Bullock Wealth Management’s Lumen LUMN Stock Holding History

Bullock Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.6K	Hold	503	–	–	﹤0.01%	522
2026 Q1	$3.56K	Hold	503	–	–	﹤0.01%	521
2025 Q4	$3.91K	Hold	503	–	–	﹤0.01%	485
2025 Q3	$3.05K	Hold	503	–	–	﹤0.01%	511
2025 Q2	$2.27K	Hold	503	–	–	﹤0.01%	497
2025 Q1	$1.93K	Hold	503	–	–	﹤0.01%	497
2024 Q4	$2.67K	Hold	503	–	–	﹤0.01%	486
2024 Q3	$3.38K	Sell	503 -40	-7%	-$171	﹤0.01%	457
2024 Q2	$603	Sell	543 -1,208	-69%	-$1.53K	﹤0.01%	538
2024 Q1	$2.56K	Buy	+1,751	New	+$2.74K	﹤0.01%	468

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bullock Wealth Management's LUMN Position: Q2 2026 in Review

Bullock Wealth Management held its Lumen (LUMN) position steady in Q2 2026 at 503 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Bullock Wealth Management first reported a position in LUMN in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.91K in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Bullock Wealth Management held 503 shares of Lumen worth $3.6K as of Q2 2026.
Bullock Wealth Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #522 holding.
Bullock Wealth Management first reported a position in Lumen in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Lumen position peaked at $3.91K in Q4 2025.
624 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.